NASDAQ · Health Care

The Ensign Group ENSG

The Ensign Group, Inc. provides skilled nursing, senior living, and rehabilitative services. It operates through two segments: Skilled Services and Standard Bearer. The Skilled Services segment provides short and long-term nursing care services for patients with chronic conditions, prolonged illness, and the elderly; specialty care, such as on-site dialysis, ventilator care, cardiac, and pulmonary management; and standard services, such as room and board, special nutritional programs, social services, recreational activities, entertainment, and other services.

Hospital/Nursing Management

Company profile

Business mix

  • It operates through two segments: Skilled Services and Standard Bearer.
  • The Standard Bearer segment leases post-acute care properties to healthcare operators.
  • The company operates healthcare facilities in Alabama, Alaska, Arizona, Colorado, Idaho, Iowa, Kansas, Oregon, Nebraska, Nevada, South Carolina, Tennessee, Texas, Utah, Washington, and Wisconsin.
  • The company was incorporated in 1999 and is based in San Juan Capistrano, California.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within medical care facilities?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 27.73 FCF 4.11% Buyback -1.29%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baillie Gifford legacy James Anderson 1.0% $972.5M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $781.9M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +410.4% +3,880,580 / 945,592
Baillie Gifford legacy James Anderson 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Major increase Shares 51.9% 13F value change +$99.2M
13F 2025-09-30 Filed 2025-10-31
Major increase Shares 96.2% 13F value change +$265.4M
13F 2025-12-31 Filed 2026-01-23
Major increase Shares 62.1% 13F value change +$309.0M
13F 2026-03-31 Filed 2026-05-08
Minor increase Shares 5.6% 13F value change +$176.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 945,592 Last 4 periods +3,880,580 (+410.4%) Total shares 4,826,172 Value $972.5M

Recent mentions

No public mentions.